Project Classification
The Project Classification Suite App enables organizations to associate their projects with financial segments such as Project Classification Department, Project Classification Class, and Project Classification Location. These segments can be used as default values in transactions. We can also show the correct cost or profit center and ensure accurate financial reporting.
Project Classification Features
The Project Classification Suite App enables you to:
Assign financial segments such as Project Classification Department, Project Classification Class, and Project Classification Location to the project.
Filter segments based on the project subsidiary.
Use these segments as default values in a list of transactions upon choosing the related project. This is applicable in the case of transactions created by both UI and other channels.
Override any default values already occurring on the transactions with the segments associated with the projects.
Prerequisites for Installing Project Classification Suite App
Required Modules
We must have the following modules in our account to use the Project Classification Suite App:
- Project Management SKU
- Project Accounting and Management Module
To install the Project Classification Suite App:
Go to the Suite Apps tab.
In the Search Apps field, enter Project Classification Suite App.
Click the Project Classification tile.
Go to the top right area of the Project Classification Suite App details page and click Install.
The Project Classification Suite App is a managed Suite App and is automatically updated whenever there are enhancements or new features added.
Classification Segments on Projects
The segments (department, class, and location) assigned to a project automatically populate when the project is selected on a transaction.
Supported Transactions
The segments associated with a project automatically populate for the following transactions:
Bill Credit
Cash Sale
Credit Memo
Estimate
Expense Report
Inventory Adjustment
Invoice
Journal
Project Charge
Purchase Order
Revenue Arrangement
Sales Order
Time Entry
Weekly Timesheet
Write Check
Vendor Bill
Supported Channels
The assignment of department, class, and location to a project can be done through UI or through non-UI channels such as CSV import, Webservices, and others.
Transaction Modes
The following transaction modes are supported in the Project Classification Suite App:
Create
Edit
Copy
Transform